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HomeMy WebLinkAboutOC1969-0766 - ESTATE OF MICHALIC& ?J-&q-J~ ~ i\ffi~auit ®f fxrrutnr ®r i\~ministratnr t.;tatr nf Jruuayluauia, t ss: C!1nuuty nf 1llllaaqiugtnu \ P all b f h d · d h · notaru nublic · d f 'd erson y e ore me, t .e un ers1gne aut or1ty, a .......................... ..z ••••• .c:-............................................... 1n an or sru County and State, appeared ........ ~~.q?,;~.~ .. !~.!.S::h ......................................................................................... who, being duly sworn according· to law, deposes and says that she is the executor or ad:ministntt6r-of the estate of .................. S.P..S.:N.;i ... M±G.~!!J..9. ........................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.. ..... .S.TJ.S.b..N .... MI~H8.LI~ .................... , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. Sworn and subscribed before me this ........ !.~."!:-.h... l r:/7"~ t:Al.-/) · /) day.~~J.Z~.: ............ -.... · ....... ~~~;{!~·-····- ADDITIONAL INSTRUCTIONS l. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 51~ Sec. 5.2, 72 P. S. 4844.2 1Juurutnry nub .Apprai.stuttut of the goods and chattels, rights and credits which were of ................. §V.§~~ ... ~!.9.~.!!.!.9. .................................. Jate of ................... .f.:!.n.b.!?..Y.Y.JJJ.!?. .......................................... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS REALTY: 2-:story frame dwelling located on lot 40 x 120 and known as 3712 Second Avenue, Finleyville, Washington County, Pennsylvania 3,500 00 PERSONALTY: None ~ ... -.,. r : '· kn '{d •. iC:: ...... C" oo No ~ :m ...... ~ S77tM .dO ~::YNf11Stt~t ~~ <: .,. ~ ~ ON 1 ·3Js '· ~ .,... c tlf!rv . ID3H i:s: ""1 ~ ~~ 773ssnu lH ~ l:l ;00 ~() t"t:l ~ OJ IIV ig; c., ~ ~t"i ~ :::t. """' ~I 1:10 lH ~ ~C) 694 10 ~ iS ta J ... "" ~ 7/_j 0 .,. ~ ~ 6"'-. ~ .,. ~ ...... .... f".. r ' ( Cl!nmmnuwralt4 nf Jruu.ayluauia. } !l!l. 'llbts~iugtnn C!lnuuty. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 24 day of June A. D. 19 6~ before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of SUS A N MI C H A L I C late of F i n 1 e y v i 1 1 e, in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and T RES A WELCH the Executor 111 said Will. and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said T R E SA WELCH committing unto her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring h e r to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this t w e n t y -f o u r t h day of in the year of our Lord one thousand nine hundred and s i J ~ ~ ~ ~ .... .... ~ ~ ...-: t:1 111 t 0 (/) G) ~ ~ -1 )> ~ 0 t1 -1 ~ "' tx:l H 111 .... :t> 0 0 ~ (/.) .. "II a ~ ~ • = .... ~ ...-: Sd ,6 . .. . . ·~ ~~· ... .... · ....... .-.----1-. • ....... . • ..... I, SUSAN MICHALIC, of Finleyville, Washington County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this my Last Will and Testament, hereb revoking and making void all other Wills or Testaments heretofore I I by me at any time made. 1 I order and direct that my :xecutrix hereinafter I named, pay all my just debts and funeral expenses as soon after my FIRST: decease as conveniently may be. SECOND: I give, devise and bequeath all of my property, real, personal or mixed, wheresoever the same may be situate, to my children: Tresa Welsh; my daughter, of Beadling, Pennsylvania; Joseph Michalic, my son, of Finleyville, Pennsylvania; Mary Cherry, my daughter, of Bridgeville, Pennsylvania; Andrew· Michalic, my son, of Finleyville, Pennsylvania; John Michalic, my son, of the State of Alabama; and, Kctthryn Prokop, my daughter, of Finleyville, Pennsylvania, share and share alike. THIRD: I do hereby nominate, constitute and appoint my daughter, Tresa Welsh, to be the Executrix of this.my Last Will . and Testament, to serve without bond. this IN WITNESS WHEREOF, I ~e hereunto set my hand and seal /'/#1 day of ~ , 1958. {SEAL) Signed, sealed, published and declared by the above named SUSAN MICHALIC to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memor have hereunto subscribed our names as witnesses, this day of , 1958. \ ... ,,· •, __ ) STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law, deposes and say s that the above. account as stated is true and correct as ..... ~-~~-------------------------------verily believe. Sworn and subscribed before me this .. /4.~----- My Commission Expires February 8, 1973 Washington, Washington County, Penna. Warshington County, ss: ""' 0 ....., 1=1 ;:::1 0 <:) <:) ~ () H ..:l ~ ::r: rr.. () 0 () ..:l ~ r:.1 H I'Ll ~ E-< 2: ~ :s: ~ \.0 E-< z r----rfl z 1-i ,::J:: r:.1 ,::J:: ~ U) U) I'Ll ::> d 0::: 0) U) z I'Ll ~ ~ 8 E-E (}) M. 0:::: \,0! 1-i 0 ~ z ------~~~-d?21_~J;;_~-~L __ _ Teresa Welch I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Sta·tute and Rule of Court, as evidenced by proofs thereof filed to Noo--o~ __ 3 __ ~_7L-:/.o ______________ o Witness my hand and official ·seal this_.JI!:!!. _______________ _ day of-----~--------------------(1/):7--------------.1 19Jj____ "-''-'-_y.AC../~; •• /l.(~ ......... Register of Wills 0 \ ..., ; ..., .... !o i ~ ;:::1 0 ,....., ,. ..... .. ~-0 j § :""\ io r 1 Q) :o L. ..c:l :q_j : <:) --,. ....., : 0 :<:.J 0 !~ 1 7 ~ i --::---:,.;"' ....., 1' :s... ' ., 10'-. .• , .... ) "0 Q) :o ,_ r , ~ J "l i· Q) 6 ~:: ' . ' 1 ..., 1=1 Q) -~ Q) "' • 1=1 Q) 0 .... .... ~~ ~ Po N p•rrr-··· · t "\ t,.1 •.) ,_;: 1 ... L ._ ;,;;~,~~ N ....., 1=1 1><1 REGIS TEn ;:::1 r:.1 C; F VII L m 0 <:) "0 V! 1\ Sf{ l r\ G ·r 0 N <:) ' 1=1 CO., ~ ~ 1=1 .... :a Q) ! ..., ..., ..., "' 0~ 0~ obil Q) 0 Q) ~ ....., ..c:l i;: ....., 0 ......__._ 1=1 n "0 1=1 a.: .... '<11 0 ,.., ""' _.L 1. .. . •.~ ' ~ "6 ~ Q, ~ \t) --\:-~ Q I ~ 'alDlSa S!4l U! UO!lnq!Jl.S!P JadoJd au!WJ~+ap Ol palsanbaJ All nJpadsaJ S! lJnOJ a4_L . . i / FIRST AND FINAL ACCOUNT OF TERESA WELCH, Executrix of the Estate Gf SUSAN MICHALIC Deceased. The Accountant is charged with the following; As per Inventory and Appraisement .....•.•.•. $3,500.00 Gain on sale of real estate to Sue Goodson, purchase price $3750.00 ......... $ 250.00 Total Assets of Estate .......•........ $3,750.00 Total Credits Claimed by Accountant .......... $2,272.69 Balance for Distribution ............... $1,477.31 The Accountant claims credit for the following: Russell Marino application for ltrs. Allridge Flower Shop spray and urns Bell Telephone final bill catholic Cemetery Asso. lot Robert Van Voohris appraisal Equitable Gas final bill Quinet Monument lettering Edward B. Garry funeral bill west Penn Power final bill washington Co. Reports advertising Observer-Reporter advertising Russell Marino fi~ing Inventory Home Owners Ins premium Real Estate Taxes -1969 Levy County Road School Recorder of Deeds Real Estate Taxes county School ~ $20.91 8.47 53.51 Transfer 1970 Levy $17.78 54.08 stamps Bloom, Bloom, Rosenberg & Bloom -atty. fees Teresa Welsh executrix commission TOTAL: $ 9.50 106.00 3.22 120.00 2 0 .'00~ 11.97 15.00 1,215.00 !2. 48 14.00 14.00 3.00 21.00 83~16 75.00 72.86 300.00 187.50 $2,272.69 ' Washington County Reports . Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with tJhe Newspaper Advertising Act of May 16, 1929, P. L. 178~ Sec. S, paragraphs ( S) and (25). CouNTY OF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav.ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, · ' exactly as printed or published, which appeared in the said legal periodical in its regular issues pn the following dates: ........ J.u.l.:y. .... .3 ....... 1o ....... l.Z., .... l9..!J.2 ......................... .. Sworn before me this ...... ~:i.th ... day of .................. J.U.l:)l ... ;.;, ............... , 19 ..... §.2 .... .. _//.A ' (! . ~ ............ Ll.d.£::/{.~ . ...c..G..< ..... ..d.~ ..• KATHERINE C. YARD, Not11ry Public ·Wasnl~gton, Washingt.1n Co~, Pit. •My · Commisakln Expirea ·•.Jiotember 1, 1i&i Estate Notices The Register of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • MICHALIC, SUSAN. Dec'd. Late of Finleyville, Washington Coun-ty, Penna. Executrix: Tresa Welch, 120 Klein Way, Bridgeville, Penna. I Attorneys: Bloom, Bloom, Rosenberg & Bloom, 200 Washington Trust Bldg., Washington, Pa. 15301 ( Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News-paper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appea!'ed before me, a Notary Public in and for said County Richard S. Cowan . and State, .............................................................................. , who be1rug duly s•worn according to law, deposes and says that he is the .S.ec.r.etar.y. ................ . of the Obs•erver Publishing Company, a Penns\}'lvania corporation, and its agent in this behalf; that the said Company is· the owner and publisher of the Observer-Reporter, suCC'essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established Augus.t 15, 1808, a daily ne·wsrpaper of general circulation, printed and publis,hed and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and p-ublished oontinuous•ly for more than six months• prior to the publication of the notice hereto attached; that the printed notice or advertisement hereto attached is a •copy of an official advertisement, official notice, legal notice or legal advertisement, exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates; ........................................... . ................................. J.une .. ..2.7. ...... J.P.:l.Y. ..... 3. .... !;l,mL.J) _ _, ___ ).,_9.§.9. .................. .. that neither tll'e affiant nor the Observer Publishing Company is intereswd in the subject matter of s•aid notice or advertising and that all of the allega- tions• of this affidavit as to the time,/~~ and character oyyblication are true. ~---:r f' ~ Sworn to and w. 267152 ............................. .l~ ___ ..Jl.~ ............. 4.~ subscribed before me thisJJ ..... day ~-J-~~-~--~-2~.9 '/#~~£!::~~~ WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 -------------------------------------- I~ j ~n t4~ Qtnurt nf Q!nmmnn ~~u~as nf lfas4iugtnn Q!nunty ®rp4ans ~ Q!nurt lltnistnu In the matter of the Audit of Account in Estate of._.::.S:...u=sc.:a::..:n:.;:_:::..M::..:~:::..· c=h;:...a..:..l_i_c _________ 1 63-69-766 No·-----,------------·--- TO THE AUDITING JUDGE: Our Tresa Welch, E~ecutrix of the Estate Enter-~.-=~------appearance for-----------------------...,--- of Susan Michalic / ~~-~~~ 18th day of Ma reb , 19~ N. B.-Counsel shall, by separwte paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No. 63-69-766 In re Audit of Account in Estate of Susan Michalic AUDIT Jrurripr fnr .1\ppruruurr FOR Bloom, Bloom, Rosenberg & Bloom attorneys for Tresa Welch. Executrix "' _.. -.::: ;:J ~ :J> l"f1 ::::: ~ ~ .. -. ~ v,~~ ..,~) ~· -o ::r: -(f) :::.o ::;; (fl ( '1 ,~-. ': ·"'": 1 rr~ r-'" . ...J r-·--__, --~ '_/ z~ . ; ~· .... ...... ) --·'" C> -::: :;.."l --~ -~ t --oro J> (.{) ·-o ·--:-;:: c::;. BLOOM, BLOOM, ROSENBERG & BLOOM Attorney ~2 ------------------~ -------~-~-~--~----·---.,------------------~~~----------~-- Testate Form j PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ..... §9.?.!:\N.J~n:_~M1J.~--------------------------------------No .... ~~-::§.~.::.7.9.§ _________________________________________ _ Fiduciary .... ~~-~~??:--~-~~,<;.~------------------------------------ Deceased Date of Date of Decedent's death .......... M.~ .Y .. J..1.... J-.~-§-~--........................... Grant of Letters .. _!I-gn§ ... 2,1-_, ___ _.l-_9.6.9. .. ____________ .. ___ ........... . This is the ...... f..~_~_$_';1;' ___ ~@ ___ f.~~~~----------------------------------account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ..... ~~-~~---------------------- Election to take Date Election Place of; Under or Against will. (cross out one) NONE Filed .... N.ONE .. __________________ Record · ... NONE----------------- N f · · NONE ame o surv1v1ng spouse ...... _______________________________________________________________________________________________________________________________________ __ List issue, where material: NONE Did decedent marry after execution of will? (indicate) XXK No. Any children born after execution of will? (indicate) ~No. If answer yes, name them .... ·---------------------------------------------------------------------------------------------------------------------------· Legatees Relationship Interest Fiduciary, if deceased or not sui juris TRESA WELCH Daughter 1/6 JOSEPH MICHALIC Son 1/6 MARY CHERRY Daughter 1/6 ANDREW MICHALIC Son 1/6 JOHN MICHALIC Son 1/6 KATHRYN PROKOP Daughter 1/6 List, if exceptions to above: ~~ ~ ~ ~ None ~ ~~e,~cll~- If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause: .... .No.ne-------------------------------- File copy of Notice and date of mailing .............. f.~Q~~~tJ;"Y ... ?.~_, ___ l~]J ................................................................................................. . Is estate subject to the filing of a Federal Estate Tax Return? ............. NQ ..................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... ~'?.~-~---············································ If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ... ~.9-~-~---······· -··---·-----------------------------------·-------------------------------------------------·-----------·"··-------·-------------------------·----------------------------------------·--· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None \ ."-...... Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: $ ... 1.t.1-.?.?..:.?..~-------------- Total additional debits (Add) $ ... N.Qn.e ....................... . Itemize any additional credits not shown by account: Total additional credits (Subtract) $.N9n~---······----~---········· Balance for distribution $ ... JJ .. 4.7.1.!.~.l ............ . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); ·- If Family Exemption claimed by Petition, give place of Record: ..... ..No.ne ................................................................... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: .... None ................................. . List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Tresa Welch 1/6th Joseph Michalic l/6th Mary Cherry 1/6th Andrew Michalic l/6th John Michalic 1/6th Kathryn Prokop 1/6th COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ...... S.W.Qr..t:L .................. doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best of ... h~X ...................... knowledge and belief . ............... §~~-~!?-..................... to and subscribed before me th;s .. ti. ... day af .. .f.Cfi!t.(/(. ................ 191/ ~ ~/}/} . ···········-~-------·····-~---······················· Signature of Officer ....................................................... . Title of Officer····································----·----·-·····.············ Tresawe~A .. ...................... .B!CHARD.H •• B.'tERS.-~:-················ NEVILLE TOWNSHIP. ALLEGHENY COUNTY Office expires ................................................................. . MY COMMISSION EXPIRES MAit'24, 1973 Member, PennsylvaniaAsso~iationof Notaries ,. ........................................................................................................................... .;. ........................... ~. .. ~- No. . .... ~}.::§.~_-::.?.~§ ................................ . Estate of. SUSAN MICHALIC ........ -........ -........ --------.... -----...... ----------............ -----...... . Deceased Fiduciary ..... ~.Rp;_S . .8 .. N~-~Qtl ......................... . .................... 1?.~-~-C::~.!:~ . .:!:~ ............................... . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. V5. ~- Proof of service of above. Letters Testamentary or Administration C. T. A. or an attest copy of Will. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters ""' if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. .:. 9. Signed and itemized elections if any , distribution in kind. 10. ·Copy of Federal Estate Tax return if es- tate is subject thereto. .~J!QQ_~A ... ~J!QQ~.t. ... ~Q~E!NJ?.~~9. ... ~--~~Q_9M Attorney ~2 ·v d ··o o r:Ol ~ N 1 H.S:V1:\\ S lllt,\ J 0 '-q 1. S I ~ 3 H ONit;\'ti "l"-lSSn;~! -OD II , .a c ~ lldV I ·L6 .:J ~ j I -. l ·1 tl ' ~· I j ···, . ._, .....J ... - ~ ' . \ I J I I ,'I.'\ ;1 .. ........ ' ... ~) ..,{, .::' ( J J ft ..:.' , } ''-:.······ .::,'. ''· _:: : .""/ --. '•. ; -' -,... . , " .... LAW OFFICES BLOOM, BLOOM, ROSENBERG & BLOOM I. C. BLOOM GEORGE I. BLOOM MILTON D. ROSENBERG SIGMUND L. BLOOM 200-210 WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 TELEPHONE BALDWIN S-4100 THOMAS D. GLADDEN GEORGE R. SEWAK February 24, 1971 In Re: ESTATE OF ) ) SUSAN MICHALIC, deceased. ) No. 63-69-766 ) ) This is to advise you that the First and Final Account of Tresa Welch, Executrix, of the Estate of Susan Michalic, deceased, has been filed in the Register of Wills Office of Washington County, Pennsylvania, at No. 63-69-766 and that this Account will be audited on the 18th day of March,,l971, at 10:00 o'clock a.m. at which time you may be present if you so desire. Sincerely yours, BLOOM, BLOOM, ROSENBERG & BLOOM By V.t!.~ I. C. Bloom 1-L....L-- ICB/jel Note -Photostatic copies of the above have been sent to all the heirs listed on the Letters Testamentary application. (1 __ !-- ~n t4t Qtnurt nf Qtnmmnn Jltns nf ltns~ingtnn Qtnunty, Jtnnsylnnnin. ®rp~nns' Qtnurt i1ittisinn ESTATE OF No. 63 ... 69-766 Susan Michalic, In the matter of the Firs t&Final deceased Account of Tre sa We 1 ch Executrix ADJUDICATION AND DECREE And now April ,e. ...Z , 19_ll, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof t1e balance for distribution in the hands of the Accountant is determined to be $ 1 ., 177 • 31 and the account is according I y confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Balance'--------------------- Deduct Clerk's Costs & ReceipiS-------------- Attomey Bloom, Bloom, Rosenberg, & Bloom Russell Marino, Clerk o.c., balance due on costs of grant of letters, Russell Marino, Agent, transfer inheritance tax, $77.80 Interest from 8-3-70 to 5·3-71 3.50 Tress Welch, daughter, 1/6 residue, $ 1.477.31 15.$0 $ 1,459.31 81.3o 1 . $ 1,378.01 711...~ 1/, J97 I 229.67 'P!l 9~ /. 3 6 J To the estate of Joseph Miehalic, son, now de• ceased, 1/6 residue, ~~. 229.67 --~·--, Mary Cherry, daughter, 1/6 residue, Andrew Michalie, son, 1/6 residue, John Miehalic, son, 1/6 residue, Kathryn Prokop, daughter, 1/6 residue, L__ _______________ ------ 229.67 229.67 229.67 229.66 No balance $1 ----5 t .. I' (. ... ; .. 0 'l') .<i. -. ..J n. ~---I -.. 0 -..;. I > I .. ' ) r -·-~-- ~ v-+• ~ -· M a er = ~ = t:Y ~ %:i tQ. tQ. t ) 0 > .... ::I z i s ... p 0 :r c CD a 01 3 0 0 §: ... .... CD .. 0 .... ... ::r CD _r_ . r I ) , t • ' ') IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION ESTATE OF: SUSAN MICHALIC, deceased. ) ) ) No. 63-69-766 ) PAY TRANSCRIPT The undersigned hereby acknowledge to have received of Tresa Welch, Executrix of the Estate of Susan Michalic, deceased, payment in full, in accordance with the Schedule of Distribution of the Court dated April 22, 1971. Russell Marino, Clerk Audit costs Russell Marino, Clerk Balance due on costs of grant of letters Russell Marino, Agent Transfer Inheritance Tax, plus Interest Tresa Welch, daughter l/6th residue Mary Cherry, daughter l/6th residue Andrew Michalic, son l/6th residue John Michalic, son l/6th residue Kathryn Prokop, daughter l/6th residue So e Heirs of the Estate of Joseph Michalic, son, dec•d. $ 1s.so ~oO'"X""-t:lJ; llS;ell Marino, Clerk 2. 50 ~ ... ,QQ']JG,t<...,Q tJ....k R\:: sell Marino, 'Clerk q .. o~ ,ce,&, ~~. RU sell Marino, Agt 81.30 229.67 ff~ VJidt:L. Tresa Welch 229.67 . 229.67 Andrew Michalic 229.67 l/6th residue 229.67 j Page 2 -,. ' /"'"' :· ' i ! ''I"' .,.._I ...,,..., IL lnt· , J -· ' ' . ' I. ' .. we, the undersigned, acknowledge receipt of a check in the amount of $1465.50 for reimbursement of costs which we advanced in the Estate of Susan Mich~lic. Mary Chezry I Andrew Michalic * * * * * I, Teresa Welch, hereby acknowledge the receipt of two. checks, One in the amount of $121.82 for reimbursement of costs which I advanced in the Estate of Susan Mi.chalic, and one check in the amount of $187.50 for my Executrix's commission. ,~-·-·-"· , \ I I ,.'/ ./ F ... __::.:..,....£ ·i.a ,-,;j. u / / '.,it' -L<: f.._. Teresa Welch ~For:~~-RCC-62 (7-69) THIS :ORM R:~~:~ED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UN~ER SECTION 701 OF ACT OF JUNE 16, 1961, ) EF"FE()'l'JVE JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) -:...-- OFF'fCE. OF THE REGISTER OF WILLS County of ... ~.Cl:~J:l.i:J:?.g:t.qt:l .......... . . . . . :r:-~~~~ ~e;~~~ ........... · ................... of ..... ~~:!-~SE?Y.~+~.e:' .. ?.~t:l!l.~Y;L:V:~P.~~ ........ . (Name) (Addre88) being duly ------~~~:t:~---------------------.according to law, deposes and says that he is the -----------~~-~-~~-t~_.t-~---------------------------(Exec .• Adm., Legatee, Ecc.) of the estate oL.J?.V.§~ __ _M;I;_<;.~-~;1;_9. ______________________ whose l~st residence was ______ ~_?..1_? ___ §_~gQ~fi ___ b.Y.§!f_'.;!§ ______________ c (No.) (Strttt) ________ fJDJ§Y.Y:"i:J~§ _________________ deceased, and that the whole of the estate of said decedent, who died _____ ?/.~/§_~------------- (Ciry, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value 2-storv frame dwellinq located on lot 40 X 120 and known as 3772 Second Avenue, Finleyville, Washington county, ~ r7i/ L..,_ .::)1-0 -' 1--'f ~I y;7'-J Pennsylvania /tJ"{.d / $3,500.00 / . Personal Property NONE .·, ~ "--- NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death, Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of dea~h and the type of account, account number and the exact name or names in which the account is register'ed, Jointly Held Property EstimaJed ValUe·~ --..: . ) - - Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Tresa Welch 120 Klein Wav. ·do~ · 11 Pa · Br1 ev1 e Daughter Yes 1/6 -JoseEh Michalic 3770 Second Avenue Finlevvi lle Son Yes 1/6 -Pa'.· Mary Cherry 59 Garden St. , Bridqeville Dauqhter Yes 1/6 Pa. Andrew Michalic Rankintown Rd., Finleyville, Son Yes 1/6 Pa . . Tohn Mi~halir Cotton St .. Ozark. Alabama Son Yes 1/6 Kathrvn ProkoP Brownsville 'Rn Finlevville. Dauohter Yes 1 /F. Pa. r.,. R~Sf.D-ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so F>rovided, observe notations there.:..o:.:n"-''c..::.an=d_i_n..cs_tr_u'-c"-tc:.io.:..n:.:.s::_:_ _________ .--______ _ DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .-------~~~~~~~~--~----,----------~~~~~~~~-----------.--~~~~--m~EGISTERONLY OTHER DEBTS AND CLAIMS ~ .!; ~ t ~ oo' ~ Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Total $ $ No'te:i::T,he estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater .§ 101gless than the estimated amount claimed and allowed. _ c:;d ! ~ ~ · · 14th • . til:. tl -a 1 (-/) j ~ 2: .Su~cnbed and sworn to before me th1s . . . . . . . . . . . . . . . . . . . . . . . .... ,.;;.;/~-~. . . . . ::.f.l~!!-.0 ........ . :::; tf l (Executor-Administrator) "-' "-' "' ·i··j·~------~-..... day of ···~-Q~\:PJ?.E?;t::"-. ...... , 199.~. . .. .J:-.~9. -~:j.~~_I?.-.Ti!?J:Y ......................... . ~-l-1 ..... /1~ ............................ . <:,) "' :::..~ :;; . (Street Number) . _ .. ai :i_q.g~~ ;i.J ;~.,~_._ . -~~t:i~~Y ;t_v!3:l;l.:i:-~ ...... . · (City or Town and State) Having been duly swo_r~ ~;cording to law, I do h~ certify that the above appraisement is made in conformity with law on this .............. ~~.~ ..... dayof ~~ : 7 . ~ fL_ ~ Jo th• mot that aoy futm lot""' \o thl• "tate ;, t•ao•f•nod \o ;.:::::::~: ,~j:~m~ot dal. ~:,., ~; th• ~"~:n~ :;:: th: expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to .appraise and assess transfer-inheri- tance taxes at the lawful collateral 1·ate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for .................................... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............................................ . Register of Wills r· f I il it ' ' ,; . - ,{ ' Form No. RCC-62 (7-69) Will Administration \No. · · · ....... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF SUSAN MICHALIC Deceased Late of .... lf~A~~yyille .................... County of ..... W':lF!.l}.tP.gt9~ .. ~,.: ..... ··:fl£ :;7l c..o • $ l> ITt :0 ..__ Commonwealth~ ~@jsylva~ r-:;;::rncn ......,.. .,.~ =-! M"\ f""rt G"fTir -t'l -i ;::o. r--C" REPOR~ .AND APPRAIS~ --"Tl ~ ::::.0 ~ 0 -~ ~ :::X Q ~ ;;rj ~ r ::::; ·"1;:! r-.-<c • . ;>. <n 0 . .. -c:::t c::::t .c;P RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E RI:P'I:R TO 37-234-9 NOTICE OF FILING OF APPRAISEMENT TRESA J.\!EI.CH (Executor~ In Re : Estate o f _____ ~S..w.UJ.::SA.D.Nioli-.M~.:.~.I""C>LIHwALc.~' -.II.l.C"-------- ---------!lW!.£lA>l:::SJ..!.H'""H~JG.:...T~O.:J.:N~.-___ County -File No. 63-69-766 Dear Mrs. ·welch: You are hereby notified that the original . appraisement in the estate of Snsum Mj chal ic has been filed in the office of the Register of Wills qf Washington County on January 20 , 19_19. Said appraisement reflects the following valuations: Real Estate __ ~-----~3~,5~0~0~.00~----Personal Property ______________ __ Transfers _______________________ ___ Total ______________ 3~.5~00~.~o~o~--- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~J~aun~ugarr~~2~0~~~1~9~7~0~---- DATE OFDEATH: May 3, 1969 Note: This is not a bill. j CC·39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of NICHALIC, SUSAN DATE OF DEATH 5-3-69 FILE NO. 63-69-766 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \ia.shington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ---=01=-_,2=0::....-_.7_,0'------ 05-03-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: __________________ _ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ - - 1 c;on [)[) $ T '100 3.500 00 3,500 annuities. o................. $-------1--- ESTATE TAX ASSESSMENTS $ _____ .J.__ Tax on$ 2% Tax on $ ------------t----@> $ _________ ~--- $ ________ -4-- Tax on$ 5% $--------4-- Tuoo$ lK $ ____________ 4---- Tax on$ 15% $ ________ ~--- 00 00 --- VALUE AS REAPPRAISED $ ______ ~-- ~e~tioos * Total Estate _______ ---~. __ TOTAL TAX $---------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======+== BALANCE $-----+--- Less 5% of tax if paid within 3 months after death $======== BALANCE OF INHERITANCE TAX DUE $ ------+--- Add interest at rate of 6% from ------to ----- AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $-~-------L-- BALANCE DUE Add interest at rate of 6% from -----~~0------ $ __________ _J __ _ $-----------4--- TOTAL TAX BALANCE $ -----+--PAID $ _____ __L_ __ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . SUSAN .. MICHALIC. Deceased Late of .. . FINLEYVILLE ... County of . WASHINGTON. .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ---- Fonn RCC-2 ~ COMMONWEALTH OF PENNSYLVANIA DATE ...................... ~~.~.<l.:ry, ..... ?.9..~ ...... J.::.?.79. ................ . DEPARTMENT OF REVENUE TAX . . "RESIDENT INHERITANCE COUNTY ........................ W?..l?.h.:i.:P.:g~.9..!?: .......................... BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. ............................... 9.3..::.~9::::.7.fl?. .......... .................. Whereas, ................... S.~l?..@. .... M.i.G.h.~.i.G .................................................................................. late of ................................ f.ID.J,~yy;i.U..~ ....................................... in the County of ...................... W.§..l?.h.iP.-£.t.9D. ............................................................................... Commonwealth of Pennsylvania, having died on the .............................. .J. .... r..g ................................................... day of ................................ M.9.Y ..................................... 19 ..... 6.9., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................... W .• R ...... .C.han.ey ................................................................. , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoae& $ REALTY: 2-stor:y: frame dwelling located on Lot ~0 X 120 - and known A.s 3772 Second Avenue. Finl evirill e Washington County, Pennsylvania. 3,500 00 Total 1.500 00 rorm~;viw':fh~a~ ::rh~.w~ ·~,1~~}~~· ~:; .~·~~b;:l~r.~ .. ~=~~ .. =~~;;{E A alser ............................ 7."""""""£:"""""""'"""""""""""""'"'"""""""""'"'"'"""'"""'"""""" ~ · (l'lumbCl' and Street) '/i.A _,~ , ..,...,., ..) Penna. I ....... ,_., .... ,d.t.:-= .......................................................................... , (Post Ofllee) L._ ............... JiASHINGTON .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... SUSAN ... MICHALI.C ........ . Deceased. Late of .................. FINlEYVILLE ............................................ . Date of Death, .... May .. J.,. .. l9.6.9 ....................... .. Appraisemei!t Docket Vol., ................ .3.7. ........................... .. Page, .... 23.4~9 ........................ No ...... 93.~.6.9.~7.6.9. .......... . Filed in Register's Office, ... January .... 20 .. 1970 .. . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appra.isement, Appeal f,.om Appraisement, Entered and charged, I i Form RC C-10 • {/;J-C f-/t't ... DEDUCTIONS ALLOWED IN j -· . OFFICE OF THE REGISTER OF WILLS WASHINGTON STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ ?.~ ~ il<!} om~~{ OF---------COUNTY AND AGENT OF THE COMMONWEALTH Register of Wills, Agent f ESTATE OF Susan Michalic LATE oFFinleyyille I Pa. I DATE OF FILING APPR.O.ISEMENT October 14 I 19~ T!i OF DEATH Ma;¥ 3 I 1969 r DATE NO. OF NAM&: OF PAYEE REMARKS VOUCMEIII AMOUNT '5/28/59 Russell Marino 9 50 1 5/4/6~ Allridge Flower shop spray and urns 1 of\ loo Bell Telenhone -Fin~ 1 hi 11 / ~6_!4/f)~ 6/5/6~ Catholic Cemetery Asso. lot 1 ? n nn " 6/10/159 Robert Van voohris a·onraisal ?n nn / 6/16/[)9 Equitable Gas final bill 11 97 / Quinet Monument letter ina 6/19/p9 Edward B. Garry funeral bill 1 ?.l 5 00 / 6/23/p9 West Pen Power final bill '6/24/p9 washington county Reports advertising 14 00 ' 16/30/[)9 Observer -Reporter advertisinq 14 lao Russell Marino filina Inventorv -=! Inn r Home OwnArs Ins. nremium ?1 Inn " Real Estate Taxes 1969 Levv County $20.91 Road 8.74 School 53.51 R':! '1 t=;" 9/30/~o RPI"'l"Yr:'der of Deeds 'Trans fer ...::ss.J:t-:;,.c_~a:l.l~'mLqi'''O:l.J•~s:i.--_____ --1--~ 7' c::yi"AJ-"-"" . • Real Estate Taxes 1970 Levv S17 7R r -= School 54.08 Bloom, Bloom, Rosenberq & B oom -attv. fees Teresa Welsh 11-f-riv l"'nmmi~~inn 1 Q7 :n TOTAl: ' '-COMMONWEALTH OF PENNSYLVANIA } COUNTY OF -.!.'W~A!!!S~H~I::N:!:!.:::G:.:!T~O~N:.:__ ____ se: I, T~=>r~=>sa We] C.~h---------~------HEREBY CERTIFY, THAT. TO THE BE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF _.;S;uUodo.JSi;Lalilo.Uni...-J,!M.&..ilo.lC...Ihu.wa..&.l...&i.J.C..___,=:-------c;t;: Cl ;ECEA~ED. A~ DEDUCTIONS f'OR ;t;av 0:1_.-t R.a ,u / ~p_/!~--L (L. s.) DAY OF INHERITANCE TAX PURPOSES. S~';,RN AND SUB&CR)~ED ISEF9RE ME THIS k(J;i rJ ;-?A .. J~ /-'../~ '" 70 /( i .R. D ~ ..1 J_ (_, -- ROWENE tBELING, Notary Public My Commission Expires february 8, 1973. Washington, Washington County, Penna. , . / :,. r , RiJSSl:l'-1\i\1~\'{0 fo,t_c;\S\ER Or \fi\LLS '\l fl. 5 H \ t~ ~ \ 0 ~ C 0 · • ? A· .. r • ~ I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 May 10, 1971 Mr. Russell :Marino, Register of Wills Washington County Court House Washington, Pennsylvania 15301 Re: Dear Mr. Marino : Estate of Susan Michalic File No. 63-69-766 County of Washington Date of Death: 5/8/69 ...3 1-,(_ ..3 4L--:1 This is to confirm a telephone conversation of even date between Mildred Zerby, Tax Examiner, and a member of your staff, regarding the omission of a debt of $15.50 when the total sum of $2,203.33 was ap- proved on 4/21/71 for expenses in the above-captioned estate. Our copy of the Statement of Debts and Deductions will be amended to include the $15.50, hence, changing the total amount allowed for deductions to $2,218.83. Very truly yourii. rfl~ Herbert A. Brinkley, Tax Examiner Inheritance Tax Division For: Peter Capataides, Director Bureau of County Collections HAB/lsg cc: Mrs. Frances Leo, Chief Appraiser Mildred Zerby, Tax Examiner ..